386 results found
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Contacts - Ability to add to Group when creating contact
To be able to add a new contact to a group from edit contact
Currently you can only add group from the main Contacts page
Also to see which group contact is in from the customer profile2 votesThanks for sharing your idea it seems that having a Group option to select when creating a new contact is something that yo would really like to see. We appreciate the time taken to raise this, this option would also allow you to see which Group the contact is in from the contact record.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Files - Option to retain original files in the file library inbox after attaching to transactions
Have an option to keep a file in the library such as Term & Conditions to add to Quotes or have a default Terms section instead of an empty box.
2 votesHi Shannon, appreciate your sharing here. We can understand why retaining files in the File Library Inbox after they're attached would be useful for some workflows.
I've updated the idea to Gaining Support while we gather more feedback.
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Files - Smart document capture for bills and invoices exceeding 10 pages
I'm really enjoying the smart document capture feature. It has been very useful so far. However, the one downside I have found is that it is limited to documents (in my case, invoices) with maximum 10 pages. Quite frequently I must process invoices with many line items which usually comes in well over 20+ pages. While the smart document capture does process the entire invoice as 1 line item, I actually require each individual line item to be present in the bill so I can monitor the purchasing activity for these specific products. This is a very time-consuming manual process…
2 votesThanks for sharing this idea, Jaymin. Being able to process longer documents through smart capture could reduce the need to split bills before uploading.
I’ve moved this post to Gaining Support so we can continue gathering feedback.
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Files - Option to exclude automatically attached third-party documents from Xero Files library
Since the latest updates to Files (which I appreciate is building on AI), Xero Files now contains PDF's of all docs uploaded from Dext for example. Some of my clients have thousands of these docs, they're saved against the data entry and they're filling up files for no reason I can see. Might also cause storage issues down the line doubling up these PDFs. Could we get an switch off option?
2 votesAppreciate you sharing this idea. We understand the request to prevent third-party transaction attachments from automatically appearing in Xero Files. An option to manage this behaviour could help reduce duplicate documents and keep the Files library easier to navigate.
We've moved this idea to Gaining Support so we can continue gathering feedback. If this could improve your workflow, add your vote and share how you'd like document syncing to work.
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Xero files - Add an Invoice Number field
When uploading invoices via Xero files, it would be nice to have an invoice number field as well as a reference field. It seems like an important field to miss out as it requires manually adjusting afterwards. I prefer Xero files to Hubdoc as it populates the description fields and automatically splits costings. This would be the cherry on the cake for a great tool in Xero.
2 votesHi Rhys, thanks for sharing this idea. We can see how having an Invoice Number field within Xero Files upload could make it easier to create transactions.
For now, if you're looking for automatic extraction of invoice details, Hubdoc can capture information such as the supplier, invoice number, date, and amount from uploaded documents before publishing them into Xero. We appreciate this doesn't help when you're managing documents directly within Xero Files.
I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community. If you're looking for a manually editable field, automatic extraction, or both, we'd love to hear more about how you'd use it.
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Xero Files - Ability to tag files
File TAGGING! Can you please please add where we can tag files. Like ok tag to project tag to contractor. Tags! Tag projects to receipts and hires.
If you add "tags" or labels to files and projects that'll make less clicks for everyone! and so much faster. The tags will obviously auto populate into the right project, files, or contractors!2 votesThanks for sharing your idea, Jessasm. We don't have any immediate plans for adding tags to files in Xero, however we can start to get a better understanding of the interest around this from your idea here.
Share the link to this idea with other colleagues that would find this useful so they can add their support for this here, too.
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Adding a Statement TAB to Contacts
Dear Xero Team,
It would be very helpful to have a separate "Statement" tab for each contact to upload statements received from suppliers or contractors for accounts payable.
I recommend adding this tab under the existing Contacts section, alongside the current tabs for Bills, Purchase Orders, Receive Money, and Spend Money.
Kind regards,
Marilie Lessing
2 votesCurrently, it's possible to upload files to a Contact record, Merillie. It sounds like this may be a suitable place to be able to upload your statements received?
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Contacts - Changing Primary Contact without copy pasting
We are looking for a more streamlined way to change the Primary Contact person in Xero without having to manually copy and paste information.
Currently, there isn't a direct method to promote an additional person to the Primary person role. To change the Primary Contact, you need to manually update the Primary person field with the details of the person you want to make primary.
Having a feature that allows you to select an existing additional contact and promote them to Primary Contact would make contact administration much easier and more efficient.
2 votesHi Abi, thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Navigation - Retain position at a page if we're switching between pages
Unsure what category this would fall under - but when navigating through screens / pages and you then click back, the previous screen always rests and puts you to the top of the page, even if you were at the bottom / half way down etc.
It would be useful if the previous page retained at whatever position you were at.
I've noticed it on reports when drilling into detail when you click back and also on contacts when you'e looking through multiple contacts and then click back. It can be hard work figuring out where abouts on the page…
2 votesHi Ellie, thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Contact - Add optional Account code column on contact activity screen
In the transaction lists in a client, having the ability to add "account" column to see what expense account a Spend Money is associated with, or the income account a Receive Money is recorded to.
eg. image attached2 votesHi Kyle, thanks for sharing this suggestion.
We understand you’re looking for an option to show Account Codes directly within the contact activity view, so you can review transaction details without needing to open each individual entry.
Having more visibility into transaction coding could make it easier to review contact activities and complete regular account checks.
We’ll continue to track feedback and interest from the community for this idea.
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Contacts - Add a credit checking tool to customer profiles
Ability to run credit checks from the contacts page when enrolling new buyers.
2 votesHi Alton, thanks for your idea. We understand you’re looking for a credit risk assessment tool within customer records, so you can review credit information without needing to use separate systems.
Having credit insights available alongside customer details could help make onboarding decisions and credit management more efficient.
We'll continue to gather interest and feedback from the community for future reference.
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US Tax - Certificate of Insurance (COI) Management | Compliance
While Xero currently allows documents like Certificates of Insurance to be uploaded to a contact, it would be much more effective to have a structured compliance tracking feature similar to how W-9 information is managed. This would allow users to input and track key insurance details—such as policy type (e.g., General Liability, Workers’ Compensation), coverage limits, and expiration dates—directly within the vendor or contractor profile. With this data captured in a structured format, Xero could provide automated reminders for upcoming expirations and visual alerts for missing or non-compliant coverage, helping businesses better manage risk and ensure vendors remain compliant before…
2 votesHi Logan, thanks for submitting this idea. We've opened this idea up to the community to share their thoughts and add their votes onto it. In the meantime, feel free to share this with your friends and colleagues who might find this feature useful as well. Cheers.
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Contact - Ability to select email group when sending invoices/statements
Instead of manually adding/removing email addresses when sending invoices via Xero, being able to select a contact group to send them to.
For example, for one of my clients, when I send an invoice from Xero I need to CC 5 different internal people and would rather be able to select a group instead of entering them individually.
Being able to select a group would be less time consuming for us, and look less clunky for their customer.
2 votesHi Suzanna, thanks for sharing this idea. We understand that having a quicker way to send invoices and statements to groups of contacts could help make billing workflows more efficient.
The suggestion is to allow users to select contact groups directly when sending invoices or statements, instead of manually adding individual recipients each time.
For now, adding additional recipients to contact records can help ensure the right people receive communications. We’ll continue tracking this idea here so the community can share feedback and examples to help shape future improvements.
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Inventory - A report for quantity of product items sold per contact or group
I want to be able to run a report of the quantity of a specific item that my contact or a group of contacts sell in a specific time period. not dollar amount, but an actual item or group of items.
2 votesThanks for your suggestion about reporting on the quantity of items sold per contact or contact group over a given period (rather than just the total dollar value). At the moment, Xero doesn’t have a specific report that shows “item quantity by contact or contact group”, and this isn’t on our current roadmap for inventory or reporting. Today, some customers approximate this using the Receivable Invoice Details report or Sales by Item report with filters and external pivots, but we know that’s not as simple as having a dedicated report.
This idea is still open for votes and If this work does move onto the roadmap in future, we’ll post an update on this idea.
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Hubdoc - Configure Publish As options to exclude some options
Configure Publish As options to exclude some options.
We never post Sales Invoices, but sometimes supplier invoices are incorrectly publish as Invoice(AR).
This is lengthy to undo.
I would like to configure HubDoc to exclude the Invoice(AR) option2 votesThanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate you explaining how customisable options in Hubdoc could help prevent accidental misclassification.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Contacts - An additional column to show planned date after invoice date and due date
add to show the planned date for payment on the contact page where you can see all the bills as an option for the columns. so we can see if we have set up payment for each of the bills in the contact page for each contact/supplier.
2 votesHi Amy! Thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Feel free to share it with your colleagues so they can vote on it too.
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Xero Accounting app | Files - Preserve rotated images when uploading via device file manager
The easiest way to save a document to the Files Inbox is to share it from the device file manager or gallery. However, if an image has been rotated to landscape (e.g. because the image was originally the wrong orientation), saving the image to Files Inbox this way removes the rotation. The Xero Accounting app should preserve the rotation when uploading.
2 votesThanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and it's a great suggestion for improving Xero. Now it’s up to the community to get behind it and support the change! Share your idea with any colleagues who would also benefit so they can add their vote.
Along with votes, other members can now comment to share additional detail about how this would improve their experience with Xero.
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Hubdoc - Tags Should be Visible in Xero
We tag documents for organisation in Hubdoc, but have no visibility of these in Xero, which makes no sense. These don't need to be editable, but it would make sense that it showed what tags were on an invoice. Even if this was detailed in the history of the invoice. This would be a massive time-saver!
2 votesThanks for your idea on making Hubdoc tags visible in Xero, Natascha. We can definitely see how having that visibility on an invoice would be a massive time-saver.
We're grateful for your engagement and for letting us know the changes that matter to you.
We've reviewed your idea and now it can gain support from other community members. Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.🙂
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Hubdoc - Feature to group/organise tags
Hubdoc tag organization
It would be extremely useful to be able to group or nest tags within Hubdoc. When there are 20+ tags in use, managing the list of tags becomes unwieldy. The ability to organize the tags within groups would allow more streamlined document management. This is especially important for clients that have been using Hubdoc for several years and have organized thousands of documents using Hubdoc tags, but for whom the majority of documents are being stored for archival reasons. For those, all the inactive tags don't need to be on display all the time. Would it be…2 votes -
Hubdoc - Contrast feature
A contrast function for Hubdoc. Often mobile phone scanned receipts do not have enough contrast and apart from the crop function which is being discussed a contrast function would improve usability.
2 votes
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